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AQGNX vs FWGIX
AQGNX vs FWGIX Comparison
Open Charts AQGNX vs FWGIX
AQR Global Equity N
Price$11.65
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets448.14M
American Funds Capital World Gr&Inc F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
AQGNX vs FWGIX Comparison Chart
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AQGNX vs. FWGIX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AQGNX is a StrongBuy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. AQGNX (448M). FWGIX pays higher dividends than AQGNX: FWGIX (1.85) vs AQGNX (1.68). AQGNX was incepted earlier than FWGIX: AQGNX (15 years) vs FWGIX (8 years). AQGNX (1.09) is less costly to investors than FWGIX (0.41). AQGNX is a more actively managed with annual turnover of: 121.00 vs. FWGIX (27.00). AQGNX has a lower initial minimum investment than FWGIX: AQGNX (2500) vs FWGIX (1000000). AQGNX annual gain was more profitable for investors over the last year : 7.66 vs. FWGIX (6.73). AQGNX return over 5 years is better than : 54.79 vs. FWGIX (47.57).
| AQGNX | FWGIX | AQGNX / FWGIX | |
| Total Expense Ratio | 1.07 | 0.41 | 261% |
| Annual Report Gross Expense Ratio | 1.09 | 0.41 | 266% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 11.691 | 9.193 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 448M | 131B | 0% |
| Annual Yield % from dividends | 1.68 | 1.85 | 91% |
| Returns for 1 year | 7.66 | 6.73 | 114% |
| Returns for 3 years | 31.96 | 30.07 | 106% |
| Returns for 5 years | 54.79 | 47.57 | 115% |
| Returns for 10 years | 59.65 | N/A | - |
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